See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,864 | $101,283-52.7% | $75,826-36.9% | $135,375-64.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -3.16% | 3384.62%-3387.8pp | 1914.15%-1917.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,000 | $2,382+67.9% | $1,913+109.1% | $4,779-16.3% |
| Participant deferral / active EE | $1,032 | $3,469-70.3% | $2,862-64.0% | $5,609-81.6% |
| Admin fee / account holder | $18,544 | $6,539+183.6% | $4,726+292.4% | $10,827+71.3% |